First Pacific Financial’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

First Pacific Financial’s Portfolio SGOL Stock Details SGOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.5K	Sell	2,289 -107	-4%	-$4.6K	0.01%	216
2026 Q1	$107K	Hold	2,396	–	–	0.01%	190
2025 Q4	$98.4K	Sell	2,396 -992	-29%	-$39.3K	0.01%	198
2025 Q3	$125K	Hold	3,388	–	–	0.02%	185
2025 Q2	$107K	Hold	3,388	–	–	0.02%	199
2025 Q1	$101K	Hold	3,388	–	–	0.02%	165
2024 Q4	$84.9K	Sell	3,388 -131	-4%	-$3.33K	0.02%	184
2024 Q3	$88.4K	Hold	3,519	–	–	0.02%	169
2024 Q2	$78.2K	Hold	3,519	–	–	0.02%	159
2024 Q1	$74.7K	Sell	3,519 -873	-20%	-$17.3K	0.02%	159
2023 Q4	$86.7K	Hold	4,392	–	–	0.03%	151
2023 Q3	$77.7K	Hold	4,392	–	–	0.03%	137
2023 Q2	$80.7K	Buy	+4,392	New	+$83.2K	0.03%	126
2022 Q1	–	Sell	-17,463	Closed	-$307K	–	100
2021 Q4	$307K	Sell	17,463 -12,115	-41%	-$209K	0.15%	93
2021 Q3	$498K	Sell	29,578 -24,148	-45%	-$415K	0.26%	79
2021 Q2	$913K	Sell	53,726 -893	-2%	-$15.6K	0.5%	27
2021 Q1	$896K	Sell	54,619 -9,352	-15%	-$161K	0.56%	19
2020 Q4	$1.17M	Buy	+63,971	New	+$1.15M	0.71%	14

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

First Pacific Financial's SGOL Position: Q2 2026 in Review

First Pacific Financial reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 4.5% in Q2 2026, selling an estimated $4.6K and leaving 2,289 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #216.

First Pacific Financial first reported a position in SGOL in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.17M in Q4 2020. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

First Pacific Financial held 2,289 shares of abrdn Physical Gold Shares ETF worth $87.5K as of Q2 2026.
First Pacific Financial sold 107 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $4.6K.
abrdn Physical Gold Shares ETF made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #216 holding.
First Pacific Financial first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 18 quarters since.
First Pacific Financial's abrdn Physical Gold Shares ETF position peaked at $1.17M in Q4 2020.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.